I had a 15-minute call with Gary, and he was able to answer all of my questions and point me in the…read moreright direction based on my tax needs. I really value his honesty and his willingness to help. His knowledge and experience made me feel confident that I was getting the right guidance. I highly recommend Gary for anyone looking for a knowledgeable and trustworthy CPA.

Gary is extremely knowledgeable and stays up to date in his education which is extremely important…read moreto me. He listened and provided answers to immediate concerns and met all expectations (and then some!). Highly recommend Gary to anyone who is looking for an expert in the finance/tax planning field.

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

I was looking for a new EA after my previous tax preparer had forgotten to file an important…read moredocument for 4 years straight for my LLC. I found Brandon and after reading other reviews I went ahead. From the start, Brandon had excellent communication. He thoroughly answered all my questions and made the process very smooth with lots of online options. His questions he asked were ones my previous preparer never asked me, which impressed me and showed me his diligence. He always answered questions regardless of what time it was. My rather complex taxes were done in just a day. If you are looking for a tax preparer that communicates and works to ensure his clients get their taxes filed correctly, Brandon is your go-to!

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Positive: Professionalism, Quality, Responsiveness…read more I have received exceptional care and service since my initial conversations with Tiffany and our consequent follow up coaching discussions. I am so glad my wife and I found her, given how much value and up-to-date wisdom she brings. Tiffany is friendly, attentive and very professional. I've experienced Tiffany to have an ability to quickly zero in on the essence of our financial situations and then partner with us to bring real-world clarity and strategy to our much needed financial solutions. She loves what she does and she has a heart to educate and to serve - totally a win-win relationship. Tiffany is extremely current and knowledgeable in her field, respectful, honest, fair and client focused. I recommend her in a heartbeat (have actually done so to hundreds of people) - she offers a free 30 minute consult, jam packed with value. Check her out. See for yourself. We definitely will continue to work on improving our family and overall finances with Tiffany!! Thank you, Tiffany!!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Exceptional! I…read morereached out to Kenny about multiple insurance products - long term care, term life, whole life. Let me step back and say this first - My family has a long history of buying all sorts of insurance over the last 30 years. In that time, we have met many people in the insurance industry across various roles. With that context in mind let me say this. Kenny is amongst the most thorough, knowledgeable, and helpful people I have ever met. He is not trying to just "sell you something." Instead he works hard to understand why it is that you think you need the insurance you have asked him about, he uses his intellect and creativity to suggest other options if they are appropriate (his feedback many times proved better than my own initial assumptions and work), and wants above all to help you. He is responsive, razor sharp, and high integrity. I started this review with the word "exceptional" - well, there is "exceptional" and then there is "truly exceptional" and then there is "rarely seen level of exceptionalism" - and for me, Kenny is just that.

Was overwhelmed with trying to figure out my financial future, and Kenny took the reins. He was…read morepatient, comprehensive, and extremely helpful in providing lots of options. Definitely a trusted provider that I can't recommend enough.

I was desperately in need of a CFP. My previous CFP had retired and I (figuratively) buried my…read morehead in the sand. I set out to research Yelp for referrals. One of the top few was HarborLight Investments. I called and scheduled an appointment with Jason. When I met with Jason he was attentive, nonjudgmental, and respectful. I left with some "homework" and called him the following week to meet again. My next appointment went extremely well. I felt comfortable. It felt like we were in sync with regard to my financial needs. Jason offered many options based on my circumstances. I was thrilled to be accepted as his client. I highly recommend HarborLight Investments. Jason listened to my requests and responded appropriately to my needs. With his incredible, extensive experience and expertise, we were able to determine the best scenario for my financial future. I am grateful for his thoughtful demeanor and personalized approach. To me, he represents HarborLight Investments as the ultimate certified financial planner.

I have worked with Jason on a few projects over the years and was always impressed with his…read moreattention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker. I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require financially. Upon retiring, my wife and I transferred our investments over to HarborLight Investments immediately. Since then, the HarborLight team has provided consistent and positive returns for all of our investments as well as responding promptly to all of our questions. We trust and are comfortable having Jason and his team manage our retirement funds and appreciate the personal touch whenever we reach out with any issues. HarborLight is a true fiduciary advisor and not a broker.

Had a call with Ashley and found him to be extremely rude. He simply wasted my time and had no idea…read morewhat he was talking about. Found him to be very unprofessional and don't even think what business he is running, what kind of services he is offering and the kind of clients he is after.

I highly recommend Ashley from Arete Wealth Strategists…read more http://arete-ws.com/ HE IS HONEST AND CARES ABOUT YOUR INTEREST OVER HIS FEE What I like most about Ashley is his philosophy of prioritizing his client's interest over his. For example, I am aware that at times he has given advice to hold a portion of an investment in cash. In situations where there is a financial assessment that the market is over-valued and waiting for a an adjustment before making a strategic move, it could be very important to have some cash available to make the move. AND most financial advisers would NEVER make that suggestion because they do not earn any money on fund that you hold in cash. Most financial advisers would have you put ALL of your money in Anything so they could get a percentage / fee. HE HAS CREATIVE WELL THOUGHT OUT STRATEGIC INVESTMENT IDEAS Ask him about his strategic way of weeding out lower performing stocks in developing the the equivalent of a diversified fund representative of the market. Instead of trying to "pick winners" which is really impossible unless you have inside information, he has a creative strategy of weeding out low-performers in an overall market. HE IS GREAT AT TAKING A LOOK AT YOUR OVERALL FINANCIAL PICTURE After you go over your overall financial situation with him, some strategies that can save you a lot of money or minimize a lot of downside risk will be pointed out. He takes into consideration tons of factors, age, stage in life, family, health, underinsurance risk, and a whole plethora of things that maximize your financial health. And he'll be polite and tactful, but he'll not pull any punches in pointing out potential areas for change. I'm impressed with Ashley. And ask him for a consult and I'm sure that you will be too!

Easy. Professional. Knowledgeable. They take care of me every spring. The CPAs here are friendly…read moreand easy to get along with. They are up to date and current in their tax laws! They not only do my taxes but I've learned how to get the most return back. Its like a yearly financial check-up and counseling. I also ask questions about rental property and investments. Love it! Edward is really prompt, he replies really quickly to all the little questions i come up with here and there. I love that he's available by phone and i can directly call him for any quick help. I had some changes later near the end of the tax filing and he was able to advise me on what to do and send in the corrections.

We've been using Edward for several years, so this review is long overdue. He handle's our S-Corp…read moretaxes every year. We've been in business for almost 15 years in Berkeley and are so happy we've finally found Signature CPAs. Edward is not only knowledgeable, but takes the time to explain any questions we have. The advice he has to offer is excellent. His attention to detail is 11/10. We've been with several other CPAs over the years (why is it so hard to find a good one?!). Edward gets it, and gets it done quickly! Highly, highly recommend. Thank you Sig CPAs!!